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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

5,021 managers (5,105 13F filers) reported a position in JPM shares at 2026-03-31, 1,950,351,214 shares in all. 124 filers opened a position and 177 filers sold out during the quarter.

Managers
5,021
13F filers
5,105
New
124
Added
2,135
Reduced
2,294
Sold out
177
Shares held by filers
1,950,351,214

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arbejdsmarkedets Tillaegspension86,650$25.5M0.63%+9,25213F-HRTimeline
NorthCoast Asset Management LLC86,090$25.3M0.59%+4,10813F-HRTimeline
Washington Trust Bank85,949$25.3M1.86%-6,45513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cohen Capital Management, Inc.85,828$25.2M3.92%+31013F-HRTimeline
ANDERSON HOAGLAND & CO85,580$25.2M2.17%-1,71313F-HRTimeline
FIRST AMERICAN TRUST, FSB85,121$25M1.68%-10,38013F-HRTimeline
SUMMITRY LLC84,865$25M0.88%+80,61713F-HR/ATimeline
Knights of Columbus Asset Advisors LLC84,843$25M1.41%+1,33813F-HRTimeline
TCV Trust & Wealth Management, Inc.84,750$24.9M2.09%-2,07413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA84,727$24.9M1.81%-11,09413F-HRTimeline
Oak Harvest Investment Services84,724$24.9M2.6%+2,61913F-HRTimeline
Ninety One SA (Pty) Ltd85,348$24.9M1.07%+4,66413F-HRTimeline
WCG Wealth Advisors LLC83,934$24.7M0.69%+9,14313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC83,929$24.7M1.07%+2,82713F-HRTimeline
SIGNATUREFD, LLC83,876$24.7M0.38%+1,71613F-HRTimeline
Ethic Inc.83,705$24.6M0.39%+8,00813F-HRTimeline
Westchester Capital Management, Inc.83,413$24.5M4.94%+1,02113F-HRTimeline
DEARBORN PARTNERS LLC83,156$24.5M1.32%-75713F-HRTimeline
Red Door Wealth Management, LLC83,085$24.4M2.54%+96513F-HRTimeline
Verdence Capital Advisors LLC82,926$24.4M1.42%-2,38213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC82,715$24.3M1.5%+1,43213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC82,567$24.3M0.84%-29413F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…82,455$24.3M2.17%+2,95713F-HRTimeline
MOTCO82,422$24.2M2.24%-78213F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…82,359$24.2M2.17%13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC82,267$24.2M1.12%+2,78613F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC81,918$24M1.83%+1,19813F-HRTimeline
Rice Partnership, LLC81,428$24M3.27%-18,09613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management81,225$23.9M0.05%-543,78213F-HRTimelineGroup
Aviance Capital Partners, LLC81,127$23.9M2.79%-1,18413F-HRTimeline
Dynamic Advisor Solutions LLC81,031$23.8M0.75%+1,70113F-HRTimeline
King Wealth Management Group80,885$23.8M2.98%+48613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding80,852$23.8M-631Timeline
OpenArc Corporate Advisory, LLC80,680$23.7M0.34%+6,52413F-HRTimeline
U.S. Capital Wealth Advisors, LLC80,498$23.7M0.6%-5,46113F-HRTimeline
JGP Wealth Management, LLC80,438$23.7M2.46%-1,28513F-HRTimeline
NIXON PEABODY TRUST CO80,303$23.6M1.88%-2,81913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding76,117$23.5M+10,899Timeline
GENERAL AMERICAN INVESTORS CO INC80,000$23.5M1.56%013F-HRTimeline
Archon Partners LLC80,000$23.5M2.78%013F-HRTimeline
BURNS J W & CO INC/NY79,158$23.3M2.67%-3913F-HRTimeline
FIRST MERCHANTS CORP79,087$23.3M0.88%-1,57613F-HRTimeline
Venturi Wealth Management, LLC78,936$23.2M1.05%+8,62013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC78,736$23.2M1.38%-13613F-HRTimeline
North Dakota State Investment Board78,718$23.2M1%-16,55613F-HRTimeline
AMG National Trust Bank78,306$23M0.5%+11,14413F-HRTimeline
Interval Partners, LP77,983$22.9M0.79%new13F-HRTimeline
Willis Investment Counsel77,879$22.9M1.25%013F-HRTimeline
Biondo Investment Advisors, LLC77,714$22.9M2.93%-2,23313F-HRTimeline
M Holdings Securities, Inc.76,228$22.8M1.54%+1,13613F-HRTimeline
Cyndeo Wealth Partners, LLC77,504$22.8M1.2%-18,48513F-HRTimeline
Peak Asset Management, LLC77,171$22.7M4%-1,94013F-HRTimeline
Whitener Capital Management, Inc.76,870$22.6M5.16%-89513F-HRTimeline
SlateStone Wealth, LLC76,770$22.6M1.86%-1,22513F-HRTimeline
COURIER CAPITAL LLC76,710$22.6M1.26%-1,76113F-HR/ATimeline
Robertson Stephens Wealth Management, L…76,645$22.5M0.63%-22,00013F-HRTimeline
Linscomb Wealth, Inc.76,567$22.5M1%-19,48413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…76,541$22.5M1.22%+71,12013F-HRTimeline
Advisors Asset Management, Inc.76,505$22.5M0.37%+59313F-HRTimeline
Legacy Private Trust Co.76,373$22.5M1.39%-1,38913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC76,229$22.4M1.78%-3,50913F-HRTimeline
BAXTER BROS INC75,924$22.3M2.76%-2,08113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT75,843$22.3M1.31%-1,33313F-HRTimelineGroup
Compound Planning, Inc.75,831$22.3M0.69%-4,02813F-HRTimeline
Y-Intercept (Hong Kong) Ltd75,747$22.3M0.42%+26,68613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.75,725$22.3M1.51%-1,43113F-HRTimelineGroup
Palisade Asset Management, LLC75,497$22.2M2.23%+6013F-HRTimeline
Siemens Fonds Invest GmbH75,431$22.2M1.27%-2,55613F-HRTimeline
United Asset Strategies, Inc.75,245$22.1M1.76%+29513F-HRTimeline
Circle Wealth Management, LLC74,900$22M0.31%+2,14913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC74,785$22M0.17%+46813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC74,494$21.9M0.45%-9,01513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION74,424$21.9M1.76%+51713F-HRTimeline
RBO & CO LLC74,101$21.8M3.52%-1,35013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC74,097$21.8M0.4%-2,42813F-HRTimeline
Stockman Wealth Management, Inc.73,997$21.8M2.4%+2,79113F-HRTimeline
PITTENGER & ANDERSON INC73,911$21.7M0.87%+3,37813F-HRTimeline
Ledyard National Bank73,715$21.7M1.88%-3,16313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding73,538$21.6M-107Timeline
CABOT WEALTH MANAGEMENT INC73,486$21.6M2.49%-67813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management73,167$21.5M0.73%-1,33013F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC73,144$21.5M0.85%-88013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp73,119$21.5M2.78%-5,43113F-HRTimelineGroup
Geneos Wealth Management Inc.73,064$21.5M0.5%+1,73013F-HRTimeline
JB Capital LLC72,968$21.5M0.87%-4,45913F-HRTimeline
Cohen Klingenstein LLC72,700$21.4M0.69%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd72,637$21.4M1.62%+60513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC72,554$21.3M1.52%+2,47713F-HRTimeline
FourThought Financial Partners, LLC72,515$21.3M1.84%+23813F-HRTimeline
Gladstone Institutional Advisory LLC72,496$21.3M0.79%-7,14213F-HRTimeline
IHT Wealth Management, LLC72,354$21.3M0.49%+5,13313F-HRTimeline
Turtle Creek Wealth Advisors, LLC72,338$21.3M1.61%+5,64113F-HRTimeline
CONNORS INVESTOR SERVICES INC72,108$21.2M1.96%+26713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group71,907$21.2M2.38%-1,13713F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC71,733$21.1M2.02%-4,20913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC71,665$21.1M1.29%013F-HRTimeline
MIDDLETON & CO INC/MA71,606$21.1M2.4%-97713F-HRTimeline
DSG Capital Advisors, LLC71,359$21M3.36%-3213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC71,349$21M0.16%+10,99613F-HRTimeline
Journey Advisory Group, LLC71,328$21M1.8%-2,21213F-HRTimeline
Stenger Family Office, LLC71,298$21M3.7%+7,88913F-HRTimeline
Tufton Capital Management71,178$20.9M3.81%-1,86713F-HRTimeline
PFG Investments, LLC70,901$20.9M0.97%+2,75213F-HRTimeline
Richard C. Young & CO., LTD.70,776$20.8M1.72%+41913F-HRTimeline
Strategic Wealth Investment Group, LLC70,761$20.8M2.64%+55013F-HRTimeline
Courant Investment Management LLC70,697$20.8M20.31%-13,00013F-HRTimeline
GREENWOOD GEARHART LLC70,670$20.8M1.12%+3,22813F-HRTimeline
SteelPeak Wealth, LLC70,586$20.8M0.65%+20,41213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.70,491$20.7M2.33%-4,80313F-HRTimeline
Douglass Winthrop Advisors, LLC70,475$20.7M0.38%+11213F-HRTimeline
One Capital Management, LLC70,363$20.7M0.57%+3,52413F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS70,031$20.6M0.34%013F-HRTimeline
Allied Investment Advisors, LLC69,517$20.4M2.93%+10613F-HRTimeline
STRATEGY ASSET MANAGERS LLC69,460$20.4M3.35%-1,16013F-HRTimeline
EDGAR LOMAX CO/VA69,337$20.4M1.45%-5,75813F-HRTimeline
River Wealth Advisors LLC69,124$20.3M2.34%+13213F-HRTimeline
Community Bank, N.A.68,895$20.3M2.41%-36413F-HRTimeline
WOODSTOCK CORP68,883$20.3M1.8%-913F-HRTimeline
Applied Finance Capital Management, LLC68,385$20.1M1.51%-4,98613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH68,325$20.1M2.09%-3,58613F-HRTimeline
Goelzer Investment Management, Inc.68,246$20.1M0.97%+2,18613F-HRTimeline
Galvin, Gaustad & Stein, LLC68,220$20.1M1.61%-34,49113F-HRTimeline
BRIGHTON JONES LLC68,160$20M0.44%new13F-HR/ATimeline
Trajan Wealth LLC68,123$20M0.81%+5,63413F-HRTimeline
IFP Advisors, Inc67,890$20M0.41%+9,99713F-HRTimeline
Sowell Financial Services LLC67,826$20M0.74%-1,05413F-HRTimeline
CenterBook Partners LP67,610$19.9M1.07%new13F-HRTimeline
Heritage Trust Co67,601$19.9M1.99%-52613F-HRTimeline
Pictet North America Advisors SA67,510$19.9M1.97%-2,79113F-HRTimeline
ALERUS FINANCIAL NA67,359$19.8M0.98%-12813F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP67,065$19.7M2.25%-5,17813F-HRTimeline
Barbara Oil Co.67,000$19.7M7.6%013F-HRTimeline
Financiere des Professionnels - Fonds d…66,853$19.7M1.15%+47,69813F-HRTimeline
Caldwell Trust Co66,639$19.6M1.75%+60013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG66,849$19.5M0.33%-50,23313F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP66,188$19.5M1.55%-1,58413F-HRTimelineGroup
Capstone Financial Advisors, Inc.66,013$19.4M1.05%+10,70713F-HRTimeline
Patriot Financial Group Insurance Agenc…65,780$19.4M1.09%+37,14413F-HRTimeline
Sand Hill Global Advisors, LLC65,673$19.3M0.65%-11,76313F-HRTimeline
GLOBALT Investments LLC / GA65,655$19.3M0.69%-2,34913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC65,637$19.3M0.37%-83213F-HRTimeline
Telos Capital Management, Inc.65,594$19.3M1.85%+87913F-HRTimeline
Iowa State Bank65,546$19.3M3.55%+1,77913F-HRTimeline
MEANS INVESTMENT CO., INC.65,159$19.2M1.67%+1,92213F-HRTimeline
Farmers National Bank65,029$19.1M4.22%+1,81313F-HRTimeline
Granite Investment Partners, LLC65,016$19.1M1.18%+51813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.64,688$19M2.81%+2,52213F-HRTimeline
Sound View Wealth Advisors Group, LLC64,641$19M1.29%-60813F-HRTimeline
CULLINAN ASSOCIATES INC64,633$19M1.54%-4,98313F-HRTimeline
Princeton Global Asset Management LLC64,425$19M3.09%-11513F-HRTimeline
HARBOUR INVESTMENTS, INC.64,417$18.9M0.29%+21,04313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.64,219$18.9M2.13%-1,44513F-HRTimeline
1ST SOURCE BANK64,103$18.9M0.97%-50613F-HRTimeline
JCIC Asset Management Inc.64,099$18.9M5.78%+71313F-HRTimeline
Leith Wheeler Investment Counsel Ltd.64,037$18.8M1.56%+16613F-HRTimeline
MidFirst Bank63,938$18.8M1.56%-1,78413F-HRTimeline
SPINNAKER TRUST63,883$18.8M1.04%-75913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC63,828$18.8M2.99%-15513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC63,803$18.8M2.73%+2,07913F-HRTimeline
Intellus Advisors LLC63,734$18.7M2.56%-40413F-HRTimeline
Western Wealth Management, LLC63,689$18.7M0.71%+20,96113F-HR/ATimeline
Wealthspire Advisors, LLC63,509$18.7M0.15%-32,40813F-HRTimeline
Gemsstock Ltd.63,400$18.6M1.97%+9,00013F-HRTimeline
New Age Alpha Advisors, LLC63,388$18.6M0.87%-4613F-HRTimeline
Van Hulzen Asset Management, LLC63,373$18.6M1.39%+6,78813F-HRTimeline
Artemis Investment Management LLP63,289$18.6M0.2%-131,26813F-HRTimeline
Covea Finance63,265$18.6M0.65%-13,23513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,249$18.6M0.39%-4,11113F-HRTimeline
MainStreet Investment Advisors LLC63,217$18.6M2.8%-1,50513F-HRTimeline
Keystone Financial Group60,520$18.6M1.27%+1,57013F-HRTimeline
BURLING WEALTH PARTNERS, LLC63,068$18.6M3%-1,58513F-HRTimeline
Cornerstone Wealth Group, LLC59,213$18.5M1.2%-2,83013F-HRTimeline
Simmons Bankin group Simmons Bank62,849$18.5M1.24%+76013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT62,766$18.5M0.69%-4,58413F-HRTimeline
TrinityBridge Ltd62,608$18.4M0.5%-5613F-HRTimeline
Carmel Capital Management L.L.C.62,099$18.3M5.23%-12813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding61,999$18.2M-1,461Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding61,800$18.2M+16,829Timeline
Parallax Volatility Advisers, L.P.58,028$18.2M0.8%+6,25313F-HRTimeline
Roundview Capital LLC61,668$18.1M1.13%-37113F-HRTimeline
Copeland Capital Management, LLC61,645$18.1M0.4%+34813F-HRTimeline
FARMERS TRUST CO61,613$18.1M2.85%-5,55813F-HRTimeline
Plato Investment Management Ltd61,411$18.1M1.21%+1,10113F-HRTimeline
FAGAN ASSOCIATES, INC.61,113$18M2.5%-37313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO61,094$18M3.3%+79113F-HRTimeline
Cardinal Point Capital Management ULC60,898$17.9M1.1%+73213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC60,711$17.9M0.56%+29,41513F-HRTimeline
NorthRock Partners, LLC60,410$17.8M0.29%+11,79113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC60,322$17.7M0.84%-93213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…60,313$17.7M2.55%+73713F-HRTimeline
Zuckerman Investment Group, LLC60,161$17.7M1.66%-83213F-HRTimeline
Savvy Advisors, Inc.60,145$17.7M0.47%+10,98913F-HRTimeline
WINSLOW ASSET MANAGEMENT INC60,130$17.7M3.44%-2,57813F-HRTimeline
Strategic Wealth Partners, Ltd.60,117$17.7M1.23%-1,88413F-HRTimeline
Buckley Wealth Management, LLC60,095$17.7M4.51%+2,23113F-HRTimeline
Texas Capital Bank Wealth Management Se…59,979$17.6M1.05%-1,91413F-HRTimeline
BDF-GESTION59,928$17.6M2.35%013F-HRTimeline
SFE Investment Counsel59,557$17.5M2.81%-1,22113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA59,559$17.5M0.42%-23,70813F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…59,402$17.5M0.66%+14,37613F-HRTimelineGroup